Assistant Executive

SUSAN M. CAPOZZOLI

* ***** **** *****, ***. *** ( New York, NY 10017

917-***-**** ( *******@*****.***

PROFESSIONAL EXPERIENCE

Mea Digital, New York, NY/San Diego, CA.

**/** ** */**

Executive/Personal Assistant to the CEO/Owner/Marketing Coordinator-

Advertising

. Supported the CEO of a top interactive advertising agency. Heavy

international calendar management; expenses; correspondence on behalf of

the CEO. Extensive personal work :i.e. sophisticated wine and music

collection; renovation of a newly purchased townhouse

. Managed the New York office and all expense related issues. Major

accomplishments was the recent audit of 2009 corporate expense program

and streamlined the expense management which resulted in measurable

impact on the firm's bottom line

. SEO/SEM/ Google Analytics Project: compiled database as well as marketing

material. Coordinated "test" projects on different levels of the SEO/SEM

process

. Handled his wife's personal schedule as well as their young son and

household staff

. Handled the office with minor supervision due to his heavy travel

schedule and coordinated the family's schedules through the IMac programs

. Available nights and weekends as needed

Logispring, New York, NY/Geneva, Switzerland

3/09-10/09

Executive Personal Assistant/Office Manager to Managing Partner-Venture

Capital

. Supported Managing Partner of European Venture Capital Firm: handled all

business dealings in the US as well as overseas

. Handled complex travel and meeting schedule worldwide; answered e-mails

on behalf of Managing Partner; drafted/edited correspondence; prepared

meeting agendas

. Managed the New York Office: payroll; insurance; ongoing office expenses

as well as maintenance of company website

. Liaison with attorney, accountants, bankers for both business and

personal matters

. Managed multiple residences; private aircraft; private boat for Managing

Partner

. Available 24/7 via Blackberry for business and personal needs

El-Ad Properties, New York, NY

10/07 - 11/08

Executive Assistant to the CEO and COO-Real Estate Development

. Supported CEO and COO in all aspects of business and personal matters.

Extensive gatekeeper; heavy calendar management with international

clientele; Global travel arrangements both commercial and private

aircraft. Coordinated meetings and conference calls with JV Partners in

multiple projects. Liaison with the media re: El-Ad projects,

specifically The Plaza Hotel.

. Scheduled meetings/conference calls with international dignitaries in the

Middle East, Asia and Europe

. Supervised office staff; handled daily office expenses; kept track of

vacation and holiday schedules

. Liaison with private banker for both executives. Handled multiple

residences; paid bills reconciled expenses. Handled personal wealth

management including public as well as private investments both in US and

overseas.

. Available 24/7 via BlackBerry for both business and personal needs

Euro Financial Group, LLC, North America Office Contract Position

1/07 - 8/07

Executive Assistant / Personal Assistant to Founder/CEO-Finance

. Supported CEO in firm's financial portfolios: monitor positions,

extensive work with Bloomberg and Euro clear

. Edited and proofread all contracts for CEO's investments, including

global banks and private equity partners

. Worked in domestic as well as foreign markets. Worked with equities,

fixed income, currency and commodity portfolios

. Handled daily calendar as well as travel arrangements

. Available 24/7 via BlackBerry for business transacted in Europe, Asia and

South America

RBC Dain Rauscher/Royal Bank of Canada, Stamford, CT

9/03 - 12/06

Executive Assistant to Senior Managing Director - Sales / Trading-Finance

. Supported top producer with all aspects of business: heavy client

interaction as well as intensive administrative duties

. Managed calendar, travel arrangements, personal projects, including

charitable organizations and social calendar

. Client interaction as well as preparing quarterly performance reports.

Handled orders with retail and block trading desks

. Set up and administered conference calls with various financial analysts

throughout Wall Street community

. Communication with corporate management of publicly traded companies to

aid top producer in his investment management

. Screened daily research from trading calls to research reports and

provided Senior Executive daily summaries of investment themes to assist

in his portfolio management.

. Daily interaction with high level corporate clients, which included

CEO's, Pension Managers, Hedge Fund Managers

. Act as point of contact between clients and candidates for purposes of

scheduling meetings, travel and information exchange

Kleos Capital Management, New York, NY and Stamford, CT

5/00 - 9/03

Executive Assistant to Founder / Family Investment Office-Finance

. Answered phones and act as overall "gatekeeper" to these high profile

Executives. Extensive use of BlackBerry

. Interfaced with all levels of business and personal associates, CEO's

family members; friends and personal contacts

. Organized all aspects of domestic and international corporate travel

. Managed all retail brokerage operations including portfolio allocation,

trading and all operational/back office procedures

. Managed all trading, reconciliation and positioning of Hedge Fund (LP)

. Monitored Long/Short positions and gathered all research for portfolio

managers, as well as following markets

. Coordinated all legal and accounting matters relating to LP and RIA:

worked directly with attorneys and accountants

. Handled all personal/ business philanthropic activities of CEO including

Board meetings, special events, luncheons, holiday cards and gifts, as

well as any ad-hoc projects as needed

Merrill Lynch, Inc., New York, NY 10/98 -

5/2000

Sales/ Trading Assistant-Finance

(Moved with SR MD to start Kleos Capital Management)

Member of Client Investment Team with $2 Billion in Assets

. Screened a high volume of phone calls; liaised with clients and

Executives

. Handled trade executions for clients by working closely with Block and

OTC desks

. Structured multi-million dollar municipal bond portfolios. Relayed sales

ideas, handled all research requests and followed core positions, as well

as individual portfolios

. Created extensive computer network system to monitor client portfolios

and core positions via various Internet sites for both functional and

technical changes

Bear Stearns, Inc., New York, NY

4/96 - 10/98

Executive Assistant to Managing Director/Personal Assistant-Finance

(Moved with Managing Director from CSFB)

. Executed institutional orders as well as solicited new business.

Instrumental in bringing in large investment banking customer and managed

public offering. Handled all accounts of insiders and directors.

Oversaw daily operational procedures / trade settlement

CS First Boston, Inc., New York, NY

8/93 - 4/96

Executive Assistant to Managing Director/Personal Assistant-Finance

(Moved with Managing Director to Bear Stearns)

. Performed institutional and retail trading, handling hedge fund,

institutions and high net worth individuals in domestic and international

markets with emphasis on emerging markets such as Russia and the Czech

Republic

. Worked primarily with equities, options and fixed income product lines as

well as Syndicate and IPO allocations

SKILLS AND STRENGTHS

Microsoft Word, Excel, PowerPoint, Outlook; MAC experience; i.e. calendar

management, extensive excel and database work

Euro clear, Advent Portfolio Reporting; Advanced Internet research;

Bloomberg ;MAC, as well as other market data; execution of trades with

street; client contact and communication. Ability to handle multiple tasks

and operate in a fast-paced, demanding environment. Skilled at solving

issues in an efficient, professional manner

EDUCATION / LICENSES

BA, Political Economy/Economics, Sweet Briar College, VA

Series 7, 63 and 65 (expired)

Candidate for CFA

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